Funding, M&A and exec moves matched to your market, from $49/mo billed annually, or $79/mo quarterly. See plans and pricing.See plans →

Creative Planning Employee Investment announced it raised $750,000 in an initial filing from an offering of $750,000

PRIVATEJul 13, 2026•about 1 month ago

Amount Raised

$750,000

Round Type

Seed

Overland ParkInvesting

Company Information

Company

Creative Planning Employee Investment

Location

5454 WEST 110TH STREET

Overland Park, Kansas, United States

About

Creative Planning is nationally recognized wealth management firm with in-house expertise. All your wealth, all in house, all under control.

Don't miss Creative Planning Employee Investment's next move

Get an email the moment Creative Planning Employee Investment raises, hires an exec, or expands, usually minutes after it happens.

One email per event. Unsubscribe anytime.

Suggested for you

2 contacts

Verified contactsPeter M., President & CEO hidden hidden

Predictive Intelligence

Strategic

ML-powered predictions for Creative Planning Employee Investment's next move

Based on industry data

Tech investment trends

83% of B2B companies plan digital investments, with 79% prioritizing customer experience tech

Creative Planning Employee Investment raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

145 of these a day, filtered to the companies you pick. $29 a month, billed annually, and if it does not pay for itself in a year we refund it.